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millio | Truly native Salesforce banking.
Your online banking directly in Salesforce.
- Business Need
- FinanceAccountingPayments Processing
- Requires
- Platform Cloud
millio is a Salesforce online banking app that allows you to monitor all your bank accounts, log transactions, trigger money transfers or direct debits and analyze finances with reports - directly in Salesforce! Works with German and Austrian banks.
Highlights
AUTOMATED PAYMENT MATCHING millio gives you a complete overview of all incoming and outgoing transactions from your bank accounts directly in your Salesforce org. Filter transactions after the parameters you choose and match them to specific records.
MONEY TRANSFERS & DIRECT DEBITS With millio, you can trigger money transfers and direct debits in Salesforce. Create them one by one - or completely automated. And submit all your transactions to your bank via click.
MULTIBANKING & CONTROL Add transparency to your cash flow by managing multiple bank accounts simultaneously with one single interface. Profit also from all Salesforce reporting tools - filter your cash flows, aggregate and analyze your transactions.
Provider Details
cloudworx GmbH
Munich
We are process optimizers. We are IT specialists. We are certified Salesforce Partner. In short: we are cloudworx - your agency for digital process design and optimization as well as manufacturer of Salesforce extensions that close the most common gaps in digital processes. For much more than just your sales processes. Based in Munich. We accompany you on your way of digital transformation. We analyze your existing business processes. Together we create a digital ideal. And implement it extremely efficiently for you. The result: greatly minimized manual effort and a new level of automation. Our portfolio of Salesforce enhancements closes gaps in digital processes. And helps you to map your business processes holistically. In a single IT system. Salesforce. Without system breaks, without data inconsistencies.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Find pricing details on https://www.millio.com/en#pricing.
Default Plan
€140 EUR/user/month